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8075 Gate Parkway West Suite 101

Jacksonville, FL 32216

Phone: 904-923-PLAN

Mon-Fri: 8:00 AM - 5:00 PM

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Office: 904-923-PLAN

Toll-Free: 877-765-PLAN

Mobile: 904-382-1970

Fax: 904-503-3110

8075 Gate Parkway West

Suite 101

Jacksonville, FL 32216

FINRA Series 7, 24, 63, and 65; Insurance Licenses

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Securities offered through LPL Financial, Member FINRA / SIPC. Investment advice offered through Jacksonville Wealth Management, LLC a registered investment advisor and separate entity from LPL Financial.

Jacksonville Wealth Management, LLC does not provide tax or legal advice.

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